Blaise Peter Davies

Last updated
2 weeks ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Lyncombe Consultants Limited

    FRN 618025

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF1 Director (AR) (since 7 Aug 2023)
    • Appointed representative dealing with clients for which they require qualification (since 25 Oct 2022)
    • [FCA CF] Client dealing (since 25 Oct 2022)
    • CF30 Customer (since 24 Oct 2022)
  • Neptune Wealth Management Limited

    FRN 1001039

    • (1)Employed By (since 7 Aug 2023)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (6 Jul 2020 to 6 Apr 2021)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF30 Customer (1 Jul 2020 to 6 Apr 2021)
  • Compass Financial (UK) Limited (no longer approved here)

    FRN 616200

    • Employed By (1 Jul 2020 to 6 Apr 2021)

Recent activity

Updates to this individual's record on the FCA register.

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